Northwest Financial Advisors’s Visa V Stock Holding History

Northwest Financial Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$741K	Sell
2025 Q1	$1.19M	Hold
2024 Q4	$1.07M	Buy
2024 Q3	$822K	Sell
2024 Q2	$792K	Buy
2024 Q1	$835K	Hold
2023 Q4	$779K	Buy